The descriptions below follow the actual workbook tabs and PDF sections. These same descriptions should also be used in the individual upsell product listings to keep bundle content consistent with the SOP.
1. 90 Day Income Tracker
Excel Workbook — 6 Worksheets
Tab 1: Setup
Configure your 90-day tracking period, income target, average deal size, weekly outreach goals, and tax set-aside percentage. Includes setup instructions for using the workbook.
Tab 2: Daily Tracker
Record daily outreach activity, follow-up messages, calls booked, and other business-development actions. Monitor progress across the 90-day tracking period.
Tab 3: Pipeline Tracker
Organize prospective brand partnerships through stages including Pitched, Replied, Call Booked, Negotiating, Closed Won, and Closed Lost. Record potential deal values and maintain visibility over active opportunities.
Tab 4: Revenue Tracker
Track invoices, clients, payment amounts, and payment status. View financial summaries including total invoiced, total paid, and outstanding payments.
Tab 5: Expenses & Tax Set Aside
Record business expenses and view summaries of revenue, profit, and estimated tax set-aside amounts using configurable assumptions.
Tab 6: Dashboard
Access a centralized overview of business activity with performance indicators including revenue, average deal size, outreach count, conversion rate, goal progress, and remaining activity targets.
2. Brand Pitch Email Templates
PDF Document — 16 Pages
Section A: Email Templates
Eight complete outreach templates covering brand marketing managers, agencies, warm introductions, unanswered pitches, budget objections, specific content concepts, e-commerce brands, and local businesses.
Section B: DM Scripts
Direct-message scripts for Instagram, TikTok, and LinkedIn, including introductory messages, credibility-building follow-ups, and professional conversation closing.
Section C: 7-Touch Follow-Up System
A structured outreach follow-up sequence designed to help creators maintain contact with prospective brand partners using different messages and timing.
Section D: Subject Line Swipe File
More than 50 subject line options categorized by direct value, brand specificity, curiosity, questions, timeliness, and creative approaches.
Section E: Personalization System
Research checklists, personalization angles, messaging mistakes to avoid, and quality checks for adapting outreach to specific brands.
Bonus: Quick-Start Guide
A practical workflow for preparing brand prospect lists, researching contacts, customizing messages, sending pitches, and tracking follow-up activity.
3. Client Contract Templates
PDF Document — 16 Pages
Template 1: How to Use These Templates Guide
Instructions for selecting and customizing client agreement documents, understanding common project situations, managing payments, and maintaining records.
Template 2: Master UGC Services Agreement
A comprehensive agreement template covering project scope, deliverables, timelines, revisions, approvals, payment terms, content licensing, ownership, confidentiality, termination, and dispute resolution.
Template 3: Statement of Work (SOW)
Define campaign objectives, content deliverables, production specifications, usage permissions, project deadlines, fees, and responsibilities for individual client projects.
Template 4: Invoice and Payment Terms Template
Prepare client invoices and establish payment conditions using customizable invoice details, payment schedules, and professional payment wording.
Template 5: Usage Rights Licensing Addendum
Document content licensing arrangements, approved platforms, licensing periods, organic and paid usage, whitelisting, fees, and renewal terms.
Template 6: Cancellation and Reschedule Policy
Establish guidelines covering cancellations, project rescheduling, compensation, delays, refund handling, and dispute resolution.
Template 7: Content Release and Permissions Checklist
Verify client approval, licensing permissions, third-party content rights, platform requirements, release forms, delivery procedures, and final sign-off.
Legal note: These templates are educational resources and require adaptation to applicable laws. They are not a substitute for professional legal advice.
4. Content Brief Checklist
Excel Workbook — 5 Worksheets
Tab 1: 📋 1-Page Quick Checklist
A concise pre-production checklist covering campaign basics, creative direction, target audience, messaging, deliverables, platform specifications, and related requirements.
Tab 2: 📝 Detailed Checklist (3-5pg)
An expanded briefing framework with explanations of individual fields, required information, creative expectations, and the details needed before beginning content production.
Tab 3: 📱 Google Form Fields
A structured list of questions, field types, and required responses designed to help creators build a client onboarding questionnaire using Google Forms.
Tab 4: 🗂️ Notion Template
A reference structure for setting up a Notion content-brief database, including suggested properties, field types, and configurations for managing projects.
Tab 5: 📊 Master Database
A centralized reference of content-brief fields, identifiers, categories, data types, and supporting information for maintaining consistent project documentation.
5. UGC Rate Card Templates
Excel Workbook — 6 Worksheets
Tab 1: 1️⃣ Quick Start
Guidance for configuring the rate card workbook, customizing pricing assumptions, preparing packages, using calculations, and adapting negotiation resources.
Tab 2: 2️⃣ Rate Card (Client)
Client-facing pricing tables for Starter, Growing, and Pro creator levels. Covers UGC videos, photography, scriptwriting, additional services, paid usage, and licensing terms.
Tab 3: 3️⃣ Package Builder
Build Bronze, Silver, and Gold content packages using video quantities, photography deliverables, revision allowances, raw footage, timelines, licensing, and optional add-ons.
Tab 4: 4️⃣ Add-Ons & Multipliers
Reference pricing adjustments for additional hooks, revisions, video variations, raw footage, voiceovers, complex production, and other project requirements.
Tab 5: 5️⃣ Pricing Calculator
Evaluate project details such as experience level, video quantity, photo quantity, editing complexity, delivery timeline, licensing, and special requirements to develop a recommended quote range.
Tab 6: 6️⃣ Negotiation Scripts
Professional response templates for common client objections involving budgets, lower competitor rates, unpaid work, extended licensing, revision requests, contracts, and urgent delivery.
